Rahul Agarwal

Rahul Agarwal Email and Phone Number

Registered Life Planner® | Certified Financial Planner CM | Registered Investment Adviser @ Advent Financial
bombay, maharashtra, india
Rahul Agarwal's Location
Mumbai, Maharashtra, India, India
Rahul Agarwal's Contact Details

Rahul Agarwal personal email

About Rahul Agarwal

Rahul Agarwal is a Registered Life Planner® | Certified Financial Planner CM | Registered Investment Adviser at Advent Financial. He possess expertise in client relationship building, investment advisory, data analysis, portfolio management, investments and 11 more skills. Colleagues describe him as "Rahul is an immaculate strategist and very hands on professional .. an eye for detail and a complete involved individual .. having known him for last 14 months , I have found him as an astute consultant and an avid learner as well .. I strongly recommend him for your financial goals and planning .. he will definitely bring smiles to your money ... keep rising keep shining Rahul .. " and "Rahul was an excellent student of the EVOKE Life Planning training of the Kinder Institute. His friendly genuine empathetic qualities combined with the Life Planning skills make him the perfect partner to help his clients. "

Rahul Agarwal's Current Company Details
Advent Financial

Advent Financial

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Registered Life Planner® | Certified Financial Planner CM | Registered Investment Adviser
bombay, maharashtra, india
Website:
adventfa.com
Employees:
8
Rahul Agarwal Work Experience Details
  • Advent Financial
    Founder And Principal Adviser
    Advent Financial Oct 2015 - Present
    Mumbai Area, India
    View
  • Provase Consultants Private Limited
    Director
    Provase Consultants Private Limited Mar 2002 - Present
    Kolkata Area, India
  • Bajaj Allianz Life Insurance Company Limited
    Insurance Consultant
    Bajaj Allianz Life Insurance Company Limited Jan 2002 - Dec 2014
    Kolkata Area, India
    View

Rahul Agarwal Skills

Client Relationship Building Investment Advisory Data Analysis Portfolio Management Investments Wealth Management Risk Management Mutual Funds Finance Insurance Financial Advisory Asset Management Banking Financial Services Financial Planning Equities

Rahul Agarwal Education Details

  • Kinder Institute Of Life Planning, Usa
    Kinder Institute Of Life Planning, Usa
    Financial Planning And Services
  • Fore School Of Management, New Delhi
    Fore School Of Management, New Delhi
    Marketing, Finance
    View
  • The Bhawanipur Gujarati Education Society College
    The Bhawanipur Gujarati Education Society College
    Accounting And Finance
  • St. Joseph'S College
    St. Joseph'S College
    Business/Commerce, General

Frequently Asked Questions about Rahul Agarwal

What company does Rahul Agarwal work for?

Rahul Agarwal works for Advent Financial

What is Rahul Agarwal's role at the current company?

Rahul Agarwal's current role is Registered Life Planner® | Certified Financial Planner CM | Registered Investment Adviser.

What is Rahul Agarwal's email address?

Rahul Agarwal's email address is ra****@****ail.com

What schools did Rahul Agarwal attend?

Rahul Agarwal attended Kinder Institute Of Life Planning, Usa, Fore School Of Management, New Delhi, The Bhawanipur Gujarati Education Society College, St. Joseph's College.

What are some of Rahul Agarwal's interests?

Rahul Agarwal has interest in Children, Investing, Environment, Reading, Economic Affairs, Music.

What skills is Rahul Agarwal known for?

Rahul Agarwal has skills like Client Relationship Building, Investment Advisory, Data Analysis, Portfolio Management, Investments, Wealth Management, Risk Management, Mutual Funds, Finance, Insurance, Financial Advisory, Asset Management.

Who are Rahul Agarwal's colleagues?

Rahul Agarwal's colleagues are Melinda Gray, Yuvaraja Pandian, Nancy Gonzalez, Tracey Berry, Kathy Lowe, Renuka Patel.

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